Civic Intelligence

COMMUNITY ROOTS CHARTER SCHOOL

Plan context: COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN

EIN 90-0673012 • Laguna Niguel, CA • 9 filings • 1 plans

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29292 Crown Valley ParkwayLaguna Niguel, CA 92677
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$2,532,271

2024 Contributions

$575,831

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,532,271$1,266,136$0201620202024YearValue
$2,532,271Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

68340201620202024YearValue
66Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024166$2,532,271$575,831$8,725iApproximate average salary by contribution assumption: employee only about $218,118 at 4% or $145,412 at 6%; with 50% employer match about $145,412 at 4% or $96,941 at 6%; with 100% employer match about $109,059 at 4% or $72,706 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-66$2,532,271$575,831$8,725iApproximate average salary by contribution assumption: employee only about $218,118 at 4% or $145,412 at 6%; with 50% employer match about $145,412 at 4% or $96,941 at 6%; with 100% employer match about $109,059 at 4% or $72,706 at 6%.
2023168$2,115,711$528,220$7,768iApproximate average salary by contribution assumption: employee only about $194,199 at 4% or $129,466 at 6%; with 50% employer match about $129,466 at 4% or $86,310 at 6%; with 100% employer match about $97,099 at 4% or $64,733 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-68$2,115,711$528,220$7,768iApproximate average salary by contribution assumption: employee only about $194,199 at 4% or $129,466 at 6%; with 50% employer match about $129,466 at 4% or $86,310 at 6%; with 100% employer match about $97,099 at 4% or $64,733 at 6%.
2022166$1,508,846$349,011$5,288iApproximate average salary by contribution assumption: employee only about $132,201 at 4% or $88,134 at 6%; with 50% employer match about $88,134 at 4% or $58,756 at 6%; with 100% employer match about $66,101 at 4% or $44,067 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-66$1,508,846$349,011$5,288iApproximate average salary by contribution assumption: employee only about $132,201 at 4% or $88,134 at 6%; with 50% employer match about $88,134 at 4% or $58,756 at 6%; with 100% employer match about $66,101 at 4% or $44,067 at 6%.
2021154$1,077,509$293,441$5,434iApproximate average salary by contribution assumption: employee only about $135,852 at 4% or $90,568 at 6%; with 50% employer match about $90,568 at 4% or $60,379 at 6%; with 100% employer match about $67,926 at 4% or $45,284 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-54$1,077,509$293,441$5,434iApproximate average salary by contribution assumption: employee only about $135,852 at 4% or $90,568 at 6%; with 50% employer match about $90,568 at 4% or $60,379 at 6%; with 100% employer match about $67,926 at 4% or $45,284 at 6%.
2020157$1,047,285$178,677$3,135iApproximate average salary by contribution assumption: employee only about $78,367 at 4% or $52,245 at 6%; with 50% employer match about $52,245 at 4% or $34,830 at 6%; with 100% employer match about $39,184 at 4% or $26,122 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-57$1,047,285$178,677$3,135iApproximate average salary by contribution assumption: employee only about $78,367 at 4% or $52,245 at 6%; with 50% employer match about $52,245 at 4% or $34,830 at 6%; with 100% employer match about $39,184 at 4% or $26,122 at 6%.
2019151$678,178$209,321$4,104iApproximate average salary by contribution assumption: employee only about $102,608 at 4% or $68,406 at 6%; with 50% employer match about $68,406 at 4% or $45,604 at 6%; with 100% employer match about $51,304 at 4% or $34,203 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-51$678,178$209,321$4,104iApproximate average salary by contribution assumption: employee only about $102,608 at 4% or $68,406 at 6%; with 50% employer match about $68,406 at 4% or $45,604 at 6%; with 100% employer match about $51,304 at 4% or $34,203 at 6%.
2018147$499,364$103,789$2,208iApproximate average salary by contribution assumption: employee only about $55,207 at 4% or $36,805 at 6%; with 50% employer match about $36,805 at 4% or $24,536 at 6%; with 100% employer match about $27,603 at 4% or $18,402 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-47$499,364$103,789$2,208iApproximate average salary by contribution assumption: employee only about $55,207 at 4% or $36,805 at 6%; with 50% employer match about $36,805 at 4% or $24,536 at 6%; with 100% employer match about $27,603 at 4% or $18,402 at 6%.
2017139$395,669$143,316$3,675iApproximate average salary by contribution assumption: employee only about $91,869 at 4% or $61,246 at 6%; with 50% employer match about $61,246 at 4% or $40,831 at 6%; with 100% employer match about $45,935 at 4% or $30,623 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-39$395,669$143,316$3,675iApproximate average salary by contribution assumption: employee only about $91,869 at 4% or $61,246 at 6%; with 50% employer match about $61,246 at 4% or $40,831 at 6%; with 100% employer match about $45,935 at 4% or $30,623 at 6%.
2016137$283,507$99,336$2,685iApproximate average salary by contribution assumption: employee only about $67,119 at 4% or $44,746 at 6%; with 50% employer match about $44,746 at 4% or $29,831 at 6%; with 100% employer match about $33,559 at 4% or $22,373 at 6%.
COMMUNITY ROOTS CHARTER SCHOOL 403(B) PLAN-37$283,507$99,336$2,685iApproximate average salary by contribution assumption: employee only about $67,119 at 4% or $44,746 at 6%; with 50% employer match about $44,746 at 4% or $29,831 at 6%; with 100% employer match about $33,559 at 4% or $22,373 at 6%.